Douglas C. Lane & Associates’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $311K | Sell |
7,220
-360
| -5% | -$15.5K | 0.01% | 191 |
|
|
2015
Q3 | $309K | Sell |
7,580
-1,350
| -15% | -$55K | 0.01% | 194 |
|
|
2015
Q2 | $384K | Sell |
8,930
-1,360
| -13% | -$58.5K | 0.01% | 187 |
|
|
2015
Q1 | $429K | Sell |
10,290
-528
| -5% | -$22K | 0.01% | 179 |
|
|
2014
Q4 | $438K | Sell |
10,818
-2,232
| -17% | -$90.4K | 0.01% | 174 |
|
|
2014
Q3 | $547K | Sell |
13,050
-500
| -4% | -$21K | 0.02% | 161 |
|
|
2014
Q2 | $614K | Buy |
13,550
+950
| +8% | +$43K | 0.02% | 154 |
|
|
2014
Q1 | $539K | Sell |
12,600
-1,400
| -10% | -$59.9K | 0.02% | 155 |
|
|
2013
Q4 | $577K | Sell |
14,000
-6,191
| -31% | -$255K | 0.02% | 152 |
|
|
2013
Q3 | $779K | Buy |
20,191
+330
| +2% | +$12.7K | 0.03% | 135 |
|
|
2013
Q2 | $803K | Buy |
+19,861
| New | +$803K | 0.03% | 139 |
|